Intuit Inc.
INTU- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000896878
In the last 90 days, Intuit Inc. insiders filed 0 open-market purchases and 2 sales; 1,755 institutions reported holding it in 13F filings for Q2 2026, worth $63.6B in total; superinvestors Lindsell Train and Valley Forge Capital hold it.
13F holders, Q4 2021
Institutional positions in Intuit Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,668
- +241 vs. Q3 2021
- Shares held
- 236.3M
- +7.36M (+3.2%) vs. Q3 2021
- Total value
- $151.9B
- +$28.3B (+22.9%) vs. Q3 2021
- New holders
- 309
- 575 more added
- Sold out
- 68
- 555 more reduced
22 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting INTU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,755 | $63.6B |
| Q1 2026 | 2,021 | $104.2B |
| Q4 2025 | 2,270 | $161.3B |
| Q3 2025 | 2,199 | $160.5B |
| Q2 2025 | 2,213 | $188.1B |
| Q1 2025 | 2,031 | $144.5B |
| Q4 2024 | 2,067 | $147.4B |
| Q3 2024 | 1,970 | $144.2B |
| Q2 2024 | 1,967 | $154.2B |
| Q1 2024 | 1,944 | $152.0B |
| Q4 2023 | 1,918 | $146.7B |
| Q3 2023 | 1,742 | $118.4B |
| Q2 2023 | 1,668 | $107.8B |
| Q1 2023 | 1,617 | $104.9B |
| Q4 2022 | 1,560 | $90.8B |
| Q3 2022 | 1,511 | $91.5B |
| Q2 2022 | 1,501 | $90.7B |
| Q1 2022 | 1,556 | $113.5B |
| Q4 2021 | 1,668 | $151.9B |
| Q3 2021 | 1,449 | $123.6B |
| Q2 2021 | 1,379 | $113.2B |
| Q1 2021 | 1,337 | $88.8B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MD Financial Management Inc. | 1,329 | $855.0K | 0.02% | +131+10.9% | Added |
| Flagship Harbor Advisors, LLC | 1,324 | $852.0K | 0.08% | +450+51.5% | Added |
| Avantax Planning Partners, Inc. | 1,318 | $848.0K | 0.03% | +52+4.1% | Added |
| Sound View Wealth Advisors Group, LLC | 1,317 | $847.0K | 0.16% | −306−18.9% | Reduced |
| 1st Source Bank | 1,316 | $846.0K | 0.05% | 00.0% | Unchanged |
| Transform Wealth, LLC | 1,314 | $845.0K | 0.09% | −8−0.6% | Reduced |
| Choate Investment Advisors | 1,311 | $843.0K | 0.05% | +49+3.9% | Added |
| Gryphon Financial Partners LLC | 1,307 | $840.0K | 0.17% | −104−7.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,299 | $836.0K | 0.53% | +45+3.6% | Added |
| Botty Investors LLC | 1,297 | $834.0K | 0.25% | +863+198.8% | Added |
| Reynders McVeigh Capital Management, LLC | 1,295 | $833.0K | 0.05% | +4+0.3% | Added |
| Mutual Advisors, LLC | 1,289 | $829.0K | 0.04% | +7+0.5% | Added |
| Balentine LLC | 1,289 | $829.0K | 0.03% | +434+50.8% | Added |
| AMG National Trust Bank | 1,288 | $828.0K | 0.02% | −80−5.8% | Reduced |
| PAX Financial Group, LLC | 1,270 | $817.0K | 0.18% | −230−15.3% | Reduced |
| Stegent Equity Advisors, Inc. | 1,266 | $817.0K | 0.66% | +1,266 | New |
| Heron Financial Group, LLC | 1,455 | $816.0K | 0.44% | −269−15.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,268 | $816.0K | 0.24% | +13+1.0% | Added |
| Almanack Investment Partners, LLC. | 1,267 | $815.0K | 0.07% | −12−0.9% | Reduced |
| Caxton Associates LP | 1,265 | $814.0K | 0.10% | −4,140−76.6% | Reduced |
| Zions Bancorporation, N.A. | 1,266 | $814.0K | 0.07% | −189−13.0% | Reduced |
| TrinityPoint Wealth, LLC | 1,266 | $814.0K | 0.14% | +11+0.9% | Added |
| Ballentine Partners, LLC | 1,261 | $810.0K | 0.02% | −87−6.5% | Reduced |
| Cetera Advisors LLC | 1,260 | $810.0K | 0.02% | +3+0.2% | Added |
| Renasant Bank | 1,259 | $809.0K | 0.55% | +28+2.3% | Added |
| GraniteShares Advisors LLC | 1,259 | $809.0K | 0.37% | +1,259 | New |
| Brighton Jones LLC | 1,255 | $808.0K | 0.04% | −225−15.2% | Reduced |
| HBK Sorce Advisory LLC | 1,252 | $805.0K | 0.04% | −13−1.0% | Reduced |
| ASB Consultores, LLC | 1,252 | $805.0K | 0.40% | +1,252 | New |
| New Millennium Group LLC | 1,249 | $803.0K | 0.61% | +1,249 | New |
| Penserra Capital Management LLC | 1,245 | $800.0K | 0.02% | +224+21.9% | Added |
| Parsec Financial Management, Inc. | 1,239 | $797.0K | 0.03% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,238 | $796.0K | 0.10% | −202−14.0% | Reduced |
| North Star Investment Management Corp. | 1,230 | $791.0K | 0.06% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,228 | $790.0K | 0.00% | +300+32.3% | Added |
| M&G Investment Management Ltd | 1,223 | $786.0K | 0.01% | −66,415−98.2% | Reduced |
| CNB Bank | 1,215 | $781.0K | 0.43% | +66+5.7% | Added |
| Neville Rodie & Shaw Inc | 1,207 | $776.0K | 0.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,201 | $773.0K | 0.11% | +117+10.8% | Added |
| Bahl & Gaynor Inc | 1,200 | $772.0K | 0.00% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 1,200 | $772.0K | 0.27% | +1,200 | New |
| Western Financial Corporation | 1,195 | $768.0K | 0.40% | +91+8.2% | Added |
| Value Partners Investments Inc. | 1,188 | $762.0K | 0.06% | +220+22.7% | Added |
| Leonteq Securities AG | 1,184 | $761.6K | 0.03% | +233+24.5% | Added |
| Chicago Trust Co NA | 1,181 | $759.0K | 0.15% | −5−0.4% | Reduced |
| Lido Advisors, LLC | 1,176 | $756.0K | 0.01% | +141+13.6% | Added |
| Sand Hill Global Advisors, LLC | 1,167 | $751.0K | 0.04% | −108−8.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,165 | $749.4K | 0.01% | +415+55.3% | Added |
| Bartlett & Co. LLC | 1,165 | $749.0K | 0.01% | +415+55.3% | Added |
| Trellis Advisors, LLC | 1,157 | $744.0K | 0.35% | −10−0.9% | Reduced |
| Wealth Management Associates, Inc. | 1,150 | $739.7K | 0.40% | 00.0% | Unchanged |
| Wealth Alliance | 1,142 | $735.0K | 0.15% | +186+19.5% | Added |
| Vigilant Capital Management, LLC | 1,139 | $733.0K | 0.05% | +6+0.5% | Added |
| Institute for Wealth Management, LLC. | 1,136 | $731.0K | 0.12% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,120 | $721.0K | 0.36% | +31+2.8% | Added |
| Kolinsky Wealth Management, LLC | 1,119 | $720.0K | 0.67% | +1,119 | New |
| Whalerock Point Partners, LLC | 1,115 | $717.2K | 0.25% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 1,115 | $717.0K | 0.22% | +1,115 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,111 | $715.0K | 0.02% | −8−0.7% | Reduced |
| Amplius Wealth Advisors, LLC | 1,104 | $710.0K | 0.10% | +1,104 | New |
| Principle Wealth Partners LLC | 1,102 | $709.0K | 0.07% | +102+10.2% | Added |
| Woodstock Corp | 1,095 | $704.0K | 0.07% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 1,085 | $698.0K | 0.06% | +1,085 | New |
| Beaumont Financial Partners, LLC | 1,081 | $695.0K | 0.05% | −172−13.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,080 | $695.0K | 0.41% | −10−0.9% | Reduced |
| Atalanta Sosnoff Capital, LLC | 1,075 | $691.0K | 0.01% | −10−0.9% | Reduced |
| Wealth Architects, LLC | 1,070 | $688.0K | 0.12% | −529−33.1% | Reduced |
| Sentry Investment Management LLC | 1,066 | $686.0K | 0.18% | −1,457−57.7% | Reduced |
| Tiemann Investment Advisors, LLC | 1,061 | $683.0K | 0.29% | −5−0.5% | Reduced |
| Crescent Grove Advisors, LLC | 1,062 | $683.0K | 0.06% | +6+0.6% | Added |
| Duality Advisers, LP | 1,062 | $683.0K | 0.07% | +1,062 | New |
| Yarbrough Capital, LLC | 1,055 | $679.0K | 0.04% | +1,055 | New |
| Forum Financial Management, LP | 1,055 | $679.0K | 0.03% | +1,055 | New |
| RHS Financial, LLC | 1,041 | $670.0K | 0.46% | −17−1.6% | Reduced |
| Capital Asset Advisory Services LLC | 1,040 | $669.0K | 0.07% | −167−13.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,041 | $669.0K | 0.06% | +211+25.4% | Added |
| Level Four Advisory Services, LLC | 1,037 | $667.0K | 0.05% | +39+3.9% | Added |
| Wharton Business Group, LLC | 1,035 | $666.0K | 0.04% | +1,035 | New |
| Traynor Capital Management, Inc. | 1,023 | $658.0K | 0.08% | −9−0.9% | Reduced |
| Integrated Advisors Network LLC | 1,017 | $654.0K | 0.04% | +50+5.2% | Added |
| Flputnam Investment Management Co | 1,009 | $649.0K | 0.02% | +221+28.0% | Added |
| Intrust Bank NA | 1,008 | $648.0K | 0.08% | +41+4.2% | Added |
| RBF Capital, LLC | 1,000 | $643.0K | 0.04% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 1,000 | $643.0K | 0.48% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,000 | $643.0K | 0.42% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 1,000 | $643.0K | 0.48% | 00.0% | Unchanged |
| Caldwell Trust Co | 999 | $642.6K | 0.07% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 995 | $640.0K | 0.39% | +4+0.4% | Added |
| Garrett Investment Advisors LLC | 995 | $640.0K | 0.17% | +995 | New |
| Pallas Capital Advisors LLC | 1,208 | $639.0K | 0.08% | −51−4.1% | Reduced |
| Bremer Bank National Association | 992 | $638.0K | 0.11% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,195 | $632.0K | 0.14% | −40−3.2% | Reduced |
| Oakworth Capital, Inc. | 982 | $632.0K | 0.05% | +22+2.3% | Added |
| Interchange Capital Partners, LLC | 972 | $625.0K | 0.63% | +972 | New |
| Chesapeake Wealth Management | 970 | $624.0K | 0.21% | +3+0.3% | Added |
| Tolleson Wealth Management, Inc. | 969 | $623.0K | 0.17% | 00.0% | Unchanged |
| Asset Dedication, LLC | 965 | $622.0K | 0.07% | +344+55.4% | Added |
| Michael B. Yongue | 961 | $618.0K | 0.41% | −413−30.1% | Reduced |
| SeaCrest Wealth Management, LLC | 960 | $618.0K | 0.07% | −45−4.5% | Reduced |
| Lifeworks Advisors, LLC | 961 | $618.0K | 0.49% | +961 | New |